Endowments & Foundations

We have worked with endowments and foundations for more than 40 years, and we’re proud to be associated with so many institutions that are making the world a better place.

We understand the investment challenges non-profit investors face. We also believe that every institution is different. That’s why our investment teams work to understand each client’s needs and to build a customized portfolio, aligning the portfolio with each client’s long-term investment objectives, risk tolerances, liquidity needs, and other enterprise considerations.

We have experienced investors operating in key financial hubs around the world to source and evaluate opportunities — including many types of alternative assets — with the goal of delivering the best investment ideas to our clients. We also leverage our market presence and scale to negotiate favorable terms and fees with managers, often creating a net reduction in overall fees paid. To increase alignment with our clients, we do not offer our own proprietary off-the-shelf investment products or accept payments by managers for recommending their products.

Contact Us

Rob Rodgers
Capital Mgmt. (OCIO)
+1 (646) 664 1118
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